Shift Patterns Setup

Created by Harrigan Phillips, Modified on Fri, 29 Jul, 2022 at 11:03 AM by Daniel Kamran

This article will discuss the configuration required before you can begin to use shift patterns in the absence system.


Important
The Absence Duration Type must be set to hours in the site settings to use shift patterns. The option is found by navigating to Administration -> Standard Values -> Site Settings and then selecting a site





Creating / Editing Shift Patterns


Go to Staff > Absence Manager > File > Shift Patterns which will bring up a window. Next, on the top panel Shift Patterns, click on the + sign to begin creating a new shift pattern and enter a name when prompted click save.


The bottom panel for Pattern Settings will now be available with the following options:



OptionDescription
Start DateThe date this shift pattern has started
Day

The day of the week

SelectedTick this option to include the day in the shift pattern
Start TimeEnter the start time of the shift
End Time

Enter the end time of the shift

Break Hours

Enter the breaktime in hours



Tip
The start time, end time and break hours configured in the shift pattern will be taken into account when calculating absence hours. For example, the system will calculate the hours from the start and end time then subtract the break hours



To edit a shift pattern, go to the shift pattern panel and click on the pen icon and use the options below:


OptionDescription
View Shift Pattern DetailsYou can view the shift pattern details and then edit them
Edit Shift Pattern DetailsYou will be prompted to edit the shift pattern name
Delete Shift Pattern DetailsThis will delete the shift pattern from the system




Setting Shift Patterns To Staff


Once the shift patterns are set up you will be able to set these against each staff job record.


To do this go to the Staff Record > Work Tab > Job Details section and then click on a current job in the table or use the add job title button. Then, scroll down to the Shift Patterns section and select the required shift pattern and save the changes.




Shift Pattern Policies


A policy can be configured to ensure staff use shift patterns when requesting for holidays. Navigate to policies screen by Administration > Policies > System Policies > Staff Policies and tick the checkbox for Only Use Shift Patterns When Requesting Holidays.

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